MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.51%
+67,752
52
$3.5M 0.49%
67,088
+32,001
53
$3.44M 0.48%
25,202
-413
54
$3.32M 0.46%
6,017
+895
55
$3.31M 0.46%
11,817
-226
56
$3.2M 0.45%
22,362
+845
57
$3.19M 0.44%
14,805
-231
58
$3.01M 0.42%
44,714
+108
59
$2.99M 0.42%
14,585
-49
60
$2.95M 0.41%
25,184
+155
61
$2.91M 0.41%
15,684
-51
62
$2.87M 0.4%
21,235
+1,098
63
$2.81M 0.39%
5,009
+83
64
$2.77M 0.38%
17,365
+355
65
$2.74M 0.38%
+53,727
66
$2.74M 0.38%
25,427
-765
67
$2.73M 0.38%
472
+1
68
$2.59M 0.36%
3,328
+155
69
$2.58M 0.36%
377,821
+19,721
70
$2.55M 0.36%
53,953
-2,306
71
$2.54M 0.35%
14,375
-74
72
$2.46M 0.34%
13,520
-546
73
$2.43M 0.34%
21,583
+2,234
74
$2.37M 0.33%
6,982
+91
75
$2.33M 0.32%
17,132
-195
1 2
3
4 5